See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,070 | $150,440-82.7% | $136,294-80.9% | $147,584-82.3% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 16.59% | 1049.08%-1032.5pp | 5155.94%-5139.3pp | 578.55%-562.0pp |
| Employer contribution / active EE | $1,686 | $5,256-67.9% | $4,695-64.1% | $4,876-65.4% |
| Participant deferral / active EE | $4,115 | $6,630-37.9% | $6,247-34.1% | $5,439-24.3% |
| Admin fee / account holder | $101 | $10,905-99.1% | $9,243-98.9% | $10,885-99.1% |